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J. P. Davis, Inc.

● SEC registered since 2019CRD 289548SEC# 801-116690Oro Valley, AZ
Export (members)
Reg. AUM
$193.3M
Employees
5
Accounts
384
Location
Oro Valley, AZ

J. P. Davis, Inc. assets under management

J. P. Davis, Inc. is an SEC-registered investment adviser based in Oro Valley, AZ. The firm has been registered since 2019. It reports $193.3 million in regulatory assets under management and employs 5 people.

J. P. Davis, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Paul Davis ControlPresident & Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does J. P. Davis, Inc. manage?

J. P. Davis, Inc. reports $193.3 million in regulatory assets under management on its Form ADV.

How many employees does J. P. Davis, Inc. have?

J. P. Davis, Inc. reports 5 employees.

Where is J. P. Davis, Inc. located?

J. P. Davis, Inc. is based in Oro Valley, AZ and has been SEC-registered since 2019.

Does J. P. Davis, Inc. disclose fund performance?

J. P. Davis, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12115 North Oracle Road, Suite 151, Oro Valley, AZ 85737
Phone(520) 818-7822
Fax(520) 818-0181
Office hours9:00 a.m.-5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$193.3M
Non-discretionary$0
Total (RAUM)$193.3M